Lead and customer records
Connect leads, customers, opportunities, proposals and follow-up ownership.
Finance & Growth
Sales / CRM
Connect leads, customers, opportunities, proposals and follow-up ownership.
Scope-dependentCore module · exact fields, automation and integrations are confirmed in implementation/UAT.
KEY CAPABILITIES
What this module brings together
Opportunity follow-up
Opportunity follow-up is maintained with linked references, ownership, status history and permission-aware review.
Sales ownership and status
Sales ownership and status stays connected to approvals, audit context and downstream reporting where configured.
OPERATING DEPTH
Records, controls and management value
Typical records
Leads, customers, opportunities, activities, proposals and follow-up ownership.
Governance & controls
Stage rules, duplicate checks, ownership, consent / communication context and history.
Management outcome
A connected pipeline from enquiry through quotation and downstream fulfilment.
CONNECTED WORKFLOW
From records to workflow value
- 01
Capture the enquiry
- 02
Qualify the requirement
- 03
Follow the opportunity
Records stay linked to ownership, approvals and history so teams can move from entry to review to accountable action.
WHERE IT FITS
Industry connections
INTELLIGENCE
Linked AI support
Planned
AURA CRM Agent
Lead, customer, opportunity and follow-up intelligence across the sales pipeline.
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Explore Agent ↗Suggested fit is non-binding. Module availability, industry extensions and Agent automation depend on agreed scope, data readiness, permissions and enabled integrations. Confirm exact capabilities during discovery.
YOUR NEXT STEP
Scope Sales / CRM for your team
Explore the right scope with the AURA team.